What does your audience need to know about

lovowo1351@moly

The elements that we’ve included in the template are based on our experience, not on any theory about how a marketing report should be prepared. The length of the report will vary as a result, because it’s up to you to choose the relevant slides from the template based on your current marketing strategy. For example, if you use an inbound marketing strategy exclusively and don’t use advertising, just delete this section in the template. 4. How to create a B2B marketing report It’s a good idea to use an appealing visual image here.


Having an introductory slide that reflects your brand will enhance Phone Number Data the look of your report. Be sure to include: the logo of your company; the title and purpose of the report; the period covered by the report 4.2. Summary of results and KPIs  the period under review? Often called an “executive summary“, this introduces the most important information contained in the marketing report. In practical terms, this slide tells your executive team and other key stakeholders where your business is currently at and where it is going, hence its critical importance.




This is the ideal place to highlight: results achieved the ROI of marketing actions; things that require further action; changes in your performance; observations critical to your audience; the action plan drawn from this report. At Plezi, we use this slide to provide a comprehensive overview of the conversion funnel, including tracking of visitors, leads, MQLs, and new customers.